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Tag: Horace Dediu

The iTunes economy now generates $12 billion in gross revenue per year

Wednesday, January 9, 2013 12:32 pmWednesday, January 9, 20134 Comments

On occasion Apple reports the cumulative total downloads and payments

Asymco: Estimates for Apple’s first fiscal 2013 quarter

Monday, January 7, 2013 2:32 pmMonday, January 7, 20137 Comments

I received so many requests to publish that…

What the analysts are saying about Apple’s 2+ million iPhone 5 sales in China last weekend

Monday, December 17, 2012 9:30 am17 Comments

Apple announced that it sold more than 2 million iPhone 5s in mainland China last weekend…

Asymco: The new age of Capital Intensity

Tuesday, December 11, 2012 5:32 pmTuesday, December 11, 201214 Comments

In its fiscal year 2012 Apple spent about $10 billion…

Apple’s stock price: No news is good news; good news is bad news

Monday, November 12, 2012 5:36 pmMonday, November 12, 20125 Comments

Apple went from being irrelevant to being too big without passing through…

Asymco: What is Apple’s realized P/E ratio?

Friday, October 12, 2012 2:22 pmFriday, October 12, 201213 Comments

The Price/Earnings ratio is a very simple measure of the “value” a company

Has Apple’s venerable Mac entered a new phase of diminished expectations?

Thursday, August 2, 2012 6:03 pmThursday, August 2, 201249 Comments

The Mac grew at the extremely low rate of 1.8% over last year’s second quarter…

Piper Jaffray’s Gene Munster and Asymco’s Horace Dediu on Apple post-Steve Jobs

Wednesday, July 18, 2012 11:49 amWednesday, July 18, 20125 Comments

At Fortune’s annual Brainstorm Tech conference in Aspen, Colorado…

Apple on pace to overtake Windows in platform war within two years

Friday, July 6, 2012 12:24 pm30 Comments

Apple now sells one device for every two Windows devices…

A more precise measure of Apple’s device installed base (and device longevity)

Monday, June 18, 2012 10:20 am19 Comments

Apple announced that the total number of iTunes accounts…

Android sees lowest U.S. user growth in three years

Monday, June 4, 2012 9:13 amMonday, June 4, 201210 Comments

The latest data from comScore showed a few surprises: New smartphone users dropped…

Why the father of disruption theory is worried about Apple

Sunday, May 6, 2012 1:01 pmSunday, May 6, 201239 Comments

Great companies that seem to be doing all the right things…

Asymco: Estimates for Apple’s second fiscal 2012 quarter

Wednesday, March 21, 2012 12:15 pm5 Comments

Apple Inc’s last quarter (fourth calendar 2011, first fiscal 2012) was robust…

Asymco: Tablet units will outsell traditional PCs in autumn 2013

Friday, March 2, 2012 4:32 pmFriday, March 2, 20126 Comments

There will come a day that the tablet market in units is larger than the PC market…

Global smartphone penetration still below 10%

Tuesday, December 13, 2011 5:51 pm20 Comments

At least 90% of the market remains unserved…

Asymco’s Deidu projects record Mac, iPhone, iPad sales for Apple’s Christmas quarter

Friday, December 9, 2011 1:30 pmFriday, December 9, 201110 Comments

Here are my fourth calendar quarter forecasts for Apple Inc…

Woz, Isaacson to keynote 2012 AAPL Investor Summit; runs March 15-16th in Los Angeles

Thursday, November 3, 2011 2:23 pm10 Comments

The summit’s goal is to provide individual investors and Apple enthusiasts with the kind of VIP access…

How many iPhones will be upgraded next year?

Tuesday, October 11, 2011 11:51 am29 Comments

Tim Cook last week stated that half of all iPhones shipped were iPhone 4…

The case against Amazon Kindle Fire as a low-end tablet disruption

Friday, September 30, 2011 1:09 pm21 Comments

The Fire will not have the opportunity to disrupt the iPad or tablets in general…

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